BRWA
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B. Riley Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

B. Riley Wealth Advisors’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,227
Closed -$214K – 1340
2024
Q4 		$214K Sell
6,227
-3,300
-35% -$117K 0.01% 1015
2024
Q3 		$325K Sell
9,527
-303
-3% -$10.1K 0.01% 917
2024
Q2 		$306K Buy
9,830
+2,242
+30% +$70.4K 0.01% 1027
2024
Q1 		$214K Sell
7,588
-1,651
-18% -$51.7K 0.01% 1237
2023
Q4 		$298K Buy
9,239
+1,651
+22% +$47.9K 0.01% 1060
2023
Q3 		$214K Sell
7,588
-1,774
-19% -$52.1K 0.01% 1237
2023
Q2 		$270K Buy
9,362
+400
+4% +$11.2K 0.01% 1180
2023
Q1 		$256K Buy
8,962
+1,413
+19% +$42.3K 0.01% 1149
2022
Q4 		$215K Buy
+7,549
New +$217K 0.01% 1217
2022
Q1 		– Sell
-11,134
Closed -$366K – 1413
2021
Q4 		$366K Buy
11,134
+8
+0.1% +$259 0.01% 966
2021
Q3 		$344K Buy
11,126
+757
+7% +$23.8K 0.01% 972
2021
Q2 		$331K Buy
10,369
+150
+1% +$4.85K 0.01% 967
2021
Q1 		$319K Buy
10,219
+2,528
+33% +$74.6K 0.01% 960
2020
Q4 		$205K Sell
7,691
-3,705
-33% -$89.9K 0.01% 916
2020
Q3 		$241K Buy
+11,396
New +$248K 0.01% 785
2016
Q4 		– Sell
-8,172
Closed -$205K – 552
2016
Q3 		$205K Sell
8,172
-1,830
-18% -$45.4K 0.04% 533
2016
Q2 		$239K Buy
+10,002
New +$232K 0.05% 477
2015
Q1 		– Sell
-5,880
Closed -$139K – 885
2014
Q4 		$139K Buy
+5,880
New +$135K ﹤0.01% 1551
2014
Q3 		– Sell
-5,430
Closed -$127K – 916
2014
Q2 		$127K Hold
5,430
– – 0.03% 626
2014
Q1 		$124K Hold
5,430
– – 0.04% 551
2013
Q4 		$123K Buy
+5,430
New +$118K 0.04% 496

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Advisors's DES Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2025, closing a stake of 6,227 shares — an estimated $214K sold.

B. Riley Wealth Advisors first reported a position in DES in Q4 2013 and held it in 21 quarters. The position peaked at $366K in Q4 2021. 325 funds tracked by Wall St. Rank hold DES as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,227 WisdomTree US SmallCap Dividend Fund shares in Q1 2025, an estimated $214K.
  • B. Riley Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2013 and held it in 21 quarters.
  • B. Riley Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $366K in Q4 2021.
  • 325 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.